Posts
Kratos: Autonomous Growth in an Automated World
Sadly world peace doesn't seem to be happening any time soon. Which means defense spending is going to continue to be elevated. That leads me to believe $KTOS is due for a bounce, not only because its chart is a falling wedge but the Pentagon is currently in a race …
Advice for my teenager's plans?
His desired portfolio is this. He knows there's overlap in many of the major corps especially tech. Thoughts? * **QQQ 25%** * **FMTM Momentum ETF 15%** * **MELI MercadoLibre 9%** Latin America’s leading e-commerce, digital-payments, advertising and logistics ecosystem. * **RXRX 7.5%** Uses automation, biological data and AI to discover …
The Mid-term election effect
The stock market typically sees a large retracement in the months leading up to the mid-term election, usually bottoming in mid to late October. If you look at the chart of the S&P 500, May through July 17 looks almost exactly like the setup in October-December of 2025 before we …
Why Softbank is the Ultimate Value Investment
In my mind, softbank goes back to being the most valuable company in the world again. The whole reason is the nav discount. The market cap is only 250 billion market cap Share price is like 5500 Nav is 10k+ Per the last shareholder meeting they said the nav discount …
Alibaba rose 12.21% in Hong Kong on July 8 because UBS thinks cloud growth hits 45%. I keep getting stuck on the word thinks.
I spent most of July 8 watching the tape because I have been interested in this name for months and could not believe the size of the move. The stock closed up 12.21% in Hong Kong, its biggest single day gain in about ten months. That is exchange data from …
SNAP will jump 20 % on earnings in two weeks
Daily active users in North America will be better than expected due to the World Cup and the Erling Haaland buzz as will ARPU for the same reasons. Profits will be better than expected due to the cost sayings from the 1,000 layoffs that will be included in this quarter. …